A different view

Before we begin let’s get some numbers out of the way as this morning Abbott reported results which were nothing short of outstanding for the FreeStyle Libre – in the quarter 300,000 new patient adds which brings the total active user base to 1.3 million patients. These results combined with the results Dexcom preannounced at JPM only reinforces what we have been saying for some time the CGM market is not on fire it’s an all-out blaze.

More important to us is how Abbott sees the future. They noted during today’s call that . . .